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Disclosery

JUCY ETF SER SOLUTIONS

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APTUS ENHANCED (fund)

51 managers (51 13F filers) reported a position in JUCY shares at 2025-12-31, 11,092,893 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
51
13F filers
51
New
7
Added
25
Reduced
14
Sold out
4
Shares held by filers
11,092,893

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Aptus Capital Advisors, LLC4,343,634$96.4M0.82%+305,71413F-HRTimeline
Second Line Capital, LLC825,140$18.3M3.76%+14,64413F-HRTimeline
Signal Advisors Wealth, LLC730,348$16.2M1.29%+143,07813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management654,504$14.5M0.17%+9,12413F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC649,110$14.4M0.9%-65,76813F-HRTimeline
Sunburst Financial Group, LLC503,965$11.2M2.26%-34,67813F-HRTimeline
Integrated Wealth Concepts LLC446,097$9.9M0.12%-249,84613F-HRTimeline
SevenBridge Financial Group, LLC355,761$7.93M1.27%-4,74513F-HRTimeline
Park Place Capital Corp189,046$4.2M0.87%+1,19113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED159,691$3.55M0.24%+4,93313F-HRTimeline
Financial Guidance Group, Inc.156,700$3.48M1.42%+68,98813F-HRTimeline
Waterloo Capital, L.P.152,937$3.4M0.25%-16,00013F-HRTimeline
United Advisor Group, LLC133,971$2.97M0.38%+2,84713F-HRTimeline
MBE Wealth Management, LLC121,723$2.7M1.13%+1,98913F-HRTimeline
Savvy Advisors, Inc.120,597$2.68M0.09%new13F-HRTimeline
Lord & Richards Wealth Management, LLC119,113$2.64M2.27%+8,26513F-HRTimeline
Strong Retirement Solutions LLC115,070$2.55M1.72%13F-HRTimeline
LPL Financial LLC114,409$2.54M<0.01%-19,12913F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC111,725$2.48M1.14%+56,13013F-HRTimeline
Cushing Capital Partners, LLC104,269$2.31M1.71%-17,89013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC89,225$1.98M0.91%+16,77413F-HRTimeline
Prime Capital Investment Advisors, LLC87,271$1.94M0.02%+37,11513F-HRTimeline
Advisory Services Network, LLC75,413$1.67M0.02%-17,81713F-HRTimeline
First Heartland Consultants, Inc.71,753$1.59M0.12%+4,83813F-HRTimeline
Independent Advisor Alliance70,636$1.57M0.04%+53,36413F-HRTimeline
Second Half Financial Partners, LLC70,609$1.57M0.7%+1,69113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.61,107$1.36M<0.01%+3,78013F-HRTimelineGroup
Orion Porfolio Solutions, LLC59,595$1.32M0.01%-47113F-HRTimeline
HRT FINANCIAL LP50,935$1.13M<0.01%new13F-HRTimeline
Atria Investments, Inc45,720$1.01M0.01%+14,45813F-HRTimeline
Regal Investment Advisors LLC42,592$946K0.06%+25,56013F-HRTimeline
OLD MISSION CAPITAL LLC42,383$941K0.04%+17,03213F-HRTimeline
RENASANT BANK39,901$886K0.6%+26813F-HRTimeline
True Vision MN LLC33,538$745K0.38%+25213F-HRTimeline
Tailwinds Wealth, LLC26,931$598K0.64%13F-HRTimeline
TrueWealth Advisors, LLC21,154$470K0.12%-7,73413F-HRTimeline
Town Capital LLC16,900$375K0.31%13F-HRTimeline
Brookwood Investment Group LLC15,900$353K0.04%-50013F-HRTimeline
Cyndeo Wealth Partners, LLC13,953$310K0.02%-9,86313F-HRTimeline
John W. Brooker & Co., CPAs13,849$307K0.55%new13F-HRTimeline
Virtue Capital Management, LLC10,298$229K0.04%+8,85513F-HR/ATimeline
Retirement Planning Group, LLC10,097$224K0.01%-1,40713F-HRTimeline
Arax Advisory Partners4,050$89.9K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP3,579$79.5K0.01%new13F-HRTimeline
Princeton Global Asset Management LLC2,630$58.4K0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,548$56.6K<0.01%+57713F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG1,004$22.3K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC701$15.6K<0.01%+1413F-HRTimeline
HARBOUR INVESTMENTS, INC.441$9.79K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…246$5.48K<0.01%new13F-HR/ATimelineGroup
Farther Finance Advisors, LLC124$2.76K<0.01%-113F-HRTimeline